Accounts Receivable | AR Document and Content Management

Shoreline Records Management offers unique solutions to help clients to deal with the Storage and Retrieval of their Accounts Receivable Information.

We understand that nearly every enterprise resource planning storage files accounts receivable(ERP) solution provides companies with the core, transactional details of Accounts Receivable or AR transactions, but oftentimes lack tools to automate the storage of documents, payment records, and other important supporting information.

Our Accounts Receivable Solutions revolve around ensuring that all of the supporting transactional information is available to your employees and clients when and where it’s needed. This includes the ability to store and share Proof of Delivery Information for clients to help expedite payments and avoid disputes.


We can help you to improve the following facets of your Accounts Receivable Solutions:

  • Accounts Receivable Processing
  • Collections Management
  • Billing Inquiries
  • Electronic Invoice Presentment
  • Remittance Processing

There is no understating how crucial an Effective Accounts Receivable process is to the operation of an effective business. AR Management has traditionally involved the use of an ERP or Accounting System such as SAP, Oracle, Microsoft Dynamics or even QuickBooks, and a Paper File Folder which contains all of the back-up information associated with a transaction. With our solutions, all of the backup information is placed into a Document and Content Management System for immediate retrieval directly from the ERP System.

In addition, the manual processing of remittance documents and managing cash applications can be a challenge. We provide a proven alternative to both Lockbox Service Providers and Manual Data Entry.  We can your company with the tools to process Remittance payments in house without the need for significant labor, and at a savings over using outsourced Lockbox Service providers.

Working with our Solution Partners, such as OnBase Document Management, we’re able to deliver solutions that integrate tightly with your existing Receivables Management Systems. With OnBase, we’re able to use the Application Enabler Module to create real-time, bi-directional communication between the Document Management System and your ERP Software, enabling users to work more quickly and efficiently.